Tax Planning

  • Did you get the refund you were expecting?
  • Are you starting a new business?
  • Did you purchase a new home?
  • Did you refinance your current home?
  • Sending a child to college?
  • Thinking of retirement?
  • Are you an independent contractor?
  • Have you minimized your tax burden? Do you know how?

These are just a few questions that can have a major impact on your Tax life.  Taxes don’t stop at just filing your 1040 each year.  Often you need 40 minutes to 10 hours to properly plan how the events in your life impact your Tax situation.  We can help!  You don’t want to find out in April what you needed to plan for in May.

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